For SaaS

Onboard, support and retain inside the product

Answer technical questions from your docs, guide new accounts through activation, and give customer success the full history before every conversation.

  • Setup in minutes
  • No credit card
  • Cancel anytime
Trial activation — nudge
Live
Trigger
Trial starts
Day 0
Condition
Workspace not set up?
Yes
Action
In-app message with the next step
Delay
Wait 2 days
Condition
Still not activated?
Yes
Action
Assign to customer success
Round robin
+ Add stepTest flowPublished

Docs-aware

AI trained on your documentation

In-app

messaging where the user already is

Full history

on every account record

The starting point

Sound familiar?

If more than one of these is true today, the fix is usually process and automation — not another headcount.

Trials churn quietly during activation

Engineers get pulled into support questions

Docs answer it, but nobody finds the page

Success teams open calls with no context

Context

Every conversation opens with the whole history.

Plan, signup date, previous threads, open tickets and internal notes sit on one profile — so nobody starts a call by asking the customer to explain themselves again.

Team Inbox · All channels
18 openSLA 2 due
Mine 6Unassigned 4All
Sarah Chen1m
My order hasn't arrived yet…
WhatsApp
2
David Okafor6m
Is there a team plan?
Website
Alex Rivera12m
Do you restock the black one?
Instagram
1
Jane Whitfield40m
Invoice for March, please
Email
Marco Bianchi1h
Thanks, that solved it 🙏
Messenger
Sarah Chen
WhatsApp · +65 •••• 4417
Today
Hi, my order #10428 hasn't arrived yet. It's been 9 days.
09:12
Hi Sarah — I can see #10428 shipped on the 4th and is at the local depot. Latest tracking says delivery tomorrow.
⚡ AI · 09:12
Can I get it redirected to my office instead?
09:14
Internal note · Marco — carrier allows one redirect. Sarah is a repeat buyer, let's just do it.
Reply as Chatdrill Support…

One profile per account, across chat, email and in-app

Internal notes and @mentions instead of a side channel

Escalate a bug with transcript and environment attached

Hand over between support, success and engineering without retelling it

What changes

What you should expect to see.

No invented percentages — just the specific things that stop being a daily problem once this is running.

Higher trial-to-paid activation
Fewer engineering interrupts
Support load that grows slower than revenue
Renewal conversations with real history
FAQ

Before you start.

Yes — pass user attributes through the JavaScript SDK and every conversation is tied to that account.

Turn trials into activated accounts.

Start talking to customers with Chatdrill today.

No credit card required.